Steady development from the movement of high-tech stocks and earnings evaluations.

The Nikkei Average rebounded, and closed at 35,025.00 yen (approximately 2.504 billion shares traded), up 193.85 yen from the previous day's trading, with buying centered on high-tech stocks against the backdrop of a rise in US stocks and a weak yen. Shortly after the opening of trading, it rose to 35,671.31 yen. In addition, there was a continued shift of funds to stocks with good earnings results. However, with the possibility of position adjustments, such as selling before the three-day weekend, there was a standoff around 35,000 yen after the buying spree, and it fell to 34,445.57 yen in the middle of the afternoon.

Fisco JapanAug 9 03:20 ET

The Nikkei average rebounded and ended by maintaining the 35,000 yen level, although the upside is heavy before the three-day holiday.

On the 8th, the US stock market rebounded. The Dow Inc. closed at 39,446.49, up 683.04 points (+1.76%), while NASDAQ closed at 16,660.02, up 464.21 points (+2.87%), and the S&P 500 closed at 5,319.31, up 119.81 points (+2.30%). As weekly jobless claims fell below financial estimates, the market felt more at ease and rose after opening. Concerns over the deterioration of the labor market and the economy receded, and the market remained strong throughout the day. The gains increased in the final stretch.

Fisco JapanAug 9 02:30 ET

Sumitomo forestry, Nexon, etc. (additional) rating.

Downgrade – Bearish Code|Stock Name|Securities Company|Previous|Current|------|---------------|-------------|---------|---------|＜3279＞|API| Mizuho|Buy|Hold|Target Stock Price Change Code|Stock Name|Securities Company|Previous|Current|------|---------------|--

Fisco JapanAug 8 23:37 ET

Investment strategy for today, August 9th.

[Fisco's Selected Stocks] [Materials Stocks] KOKUSAI ELECTRIC <6525> 3285 yen (8/8) was established as a spin-off of Hitachi Kokusai Electric's semiconductor manufacturing equipment division, specializing in film deposition equipment. The first quarter results were announced. The operating profit was 17.8 billion yen (4.4 times higher than the same period last year). Against the background of the popularization of AI generation, the demand for advanced node DRAM and Logic has recovered. Operating profit for the fiscal year ending March 2025 is expected to be 44.8 billion yen (a 45.7% increase from the previous year). This is in response to the full-year forecast.

Fisco JapanAug 8 20:04 ET

List of stock materials from newspapers, such as Toyota, UACJ, etc.

*Toyota's research and development expenses <7203> have increased for 15 consecutive years, with Toyota ranked first at 1.3 trillion yen according to headquarters research (Nikkan Kogyo 1st page) - ○ *UACJ<5741>: Personnel reform in Thai subsidiary, promotion of local personnel to executive positions (Nikkan Kogyo 3rd page) - ○ *Yamaha Motor<7272>: Honda supplies electric type-1 mopeds for OEM, expanding product range for widespread use (Nikkan Kogyo 3rd page) - ○ *Toyota Tsusho<8015>: COO of African headquarters, Tatsuya Hirata, develops renewable energy in Africa (Nikkan Kogyo 4th page) - ○ *Shimadzu Corporation

Fisco JapanAug 8 19:34 ET

Pay attention to companies like Toshiba Electronic Devices & Storage Corporation and Fujikura Ltd, while Nikon Corp Spons and Amada Co Ltd are sluggish.

On the US stock market on the 8th, the Dow Jones Industrial Average was up 683.04 points to 39,446.49, the Nasdaq Composite Index was up 464.21 points to 16,660.02, and the Chicago Nikkei 225 futures were up 795 yen to 35,575 yen compared to the Osaka day session. The exchange rate is 1 dollar = 147.20-30 yen. In today's Tokyo market, Pacific Cement <5233>, which saw a 5.9-fold increase in operating profit in the first quarter compared to the same period last year, KOKUSAI <6525>, which similarly saw a 4.4-fold increase, and Kaneka <0003463.T> , which saw an 83.4% increase.

Fisco JapanAug 8 19:15 ET